Having been a CFP® (CERTIFIED FINANCIAL PLANNER™ professional) since 2003, and in my various roles in finance, I've helped successful business owners prepare, plan for, and execute the various strategies and transitions in their life. As an entrepreneur, I've directly been a part of 8 of my own buy/sell transactions, and advised countless clients through a wide variety of their transactions putting me in a unique position to understand, relate to, and advise on the wide range of aspects of an entrepreneurs journey.Past roles include Senior Wealth Planner with Cobiz/Colorado Business Bank (now part of BOK Financial), Wealth Advisor with the Private Wealth Services Group at Sagemark Consulting/Lincoln Financial Advisors, Tax Specialist roles, along with Entrepreneur/Owner/Operator of an offset printing company, a tax preparation company, a financial planning firm and a payroll franchise. A graduate of Metropolitan State College of Denver with an Aerospace Science degree and minor in Business with extensive additional studies, licenses and courses in business and finance. Past licenses include Enrolled Agent, Series 6, 7, 63, 65. I also continue to maintain my life/health insurance license.I'm an astute observer of business strategy, I love exploring how a company makes its' money, how it works, what their financials look like, their processes, systems, teams and looking for the ways they can best utilize those resources in their unique offering for profit and how we can most effectively prove and showcase that value.Outside of work, I loves to travel, sail, kiteboard and off-road motorcycle with occasional evidence of an extreme slice with a driver on a tee box. I recently returned from a sabbatical where I spent 16 months sailing over 8,000 miles to 8 countries and territories throughout the North Atlantic and Caribbean seas along with all 14 states on the East Coast of the U.S.
Listed skills include Investments, Series 7, Retirement, Wealth, and 23 others.